Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DCOR 0.00%
3 DFAT 0.00%
4 DFSV 0.00%
5 DFAC 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 54.20K (5.52%) -2.60K
Decreased by -4.80%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 20.02K (2.04%) -485.00
Decreased by -2.42%
Dec 31, 24
3 Chevy Chase Trust Holdings, Inc. 15.83K (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Group Inc 14.16K (1.44%) 0.00
Increased by 0.00%
Dec 31, 24
5 Royal Bank of Canada 12.90K (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
6 UBS Group AG 6.69K (0.68%) -70.00
Decreased by -1.05%
Dec 31, 24
7 BlackRock Inc 2.43K (0.25%) 15.00
Increased by +0.62%
Dec 31, 24
8 Tower Research Capital LLC 303.00 (0.03%) 225.00
Increased by +74.26%
Dec 31, 24
9 Larson Financial Group, LLC 241.00 (0.02%) 241.00
Increased by +100.00%
Dec 31, 24
10 FMR Inc 95.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
11 Bank of America Corp 8.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
12 JPMorgan Chase & Co 2.00 (0.00%) -2.00
Decreased by -100.00%
Dec 31, 24
13 Innealta Capital, LLC 0.00 (0.00%) -7.00
Decreased by N/A%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -460.00
Decreased by N/A%
Sep 30, 24
15 Susquehanna International Group, LLP 0.00 (0.00%) -11.41K
Decreased by N/A%
Sep 30, 24
16 Wells Fargo & Co 0.00 (0.00%) -7.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 RBC Microcap Value I 12.90K (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.38K (0.96%) 101.00
Increased by +1.08%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 9.28K (0.94%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity® Extended Market Index 5.29K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 5.18K (0.53%) -33.00
Decreased by -0.64%
Feb 28, 25
6 DFA US Targeted Value I 5.18K (0.53%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 4.88K (0.50%) 0.00
Increased by 0.00%
Feb 28, 25
8 Bailard Micrcap Value 4.40K (0.45%) 4.40K
Increased by +100.00%
Sep 30, 24
9 Bailard Small Cap Value 4.40K (0.45%) 4.40K
Increased by +100.00%
Sep 30, 24
10 Nationwide Bailard Cogntv Val M 4.40K (0.45%) 0.00
Increased by 0.00%
Oct 31, 24
11 Dimensional US Targeted Value ETF 3.97K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
12 DFA US Social Core Equity 2 Portfolio 3.55K (0.36%) 0.00
Increased by 0.00%
Feb 28, 25
13 DFA US Vector Equity Class F 2.49K (0.25%) 0.00
Increased by 0.00%
Jan 31, 25
14 iShares Micro-Cap ETF 2.18K (0.22%) 0.00
Increased by 0.00%
Mar 31, 25
15 NT Ext Equity Mkt Idx Fd - L 1.66K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Extended Eq Market Idx 1.66K (0.17%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity Series Total Market Index 1.33K (0.14%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity® Series Total Market Index 1.33K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
19 DFA US Core Equity 1 I 1.10K (0.11%) 0.00
Increased by 0.00%
Feb 28, 25
20 Dimensional US Core Equity 1 ETF 1.08K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25